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Guggenheim Risk Managed Real Estt Instl GURIX

Quantitative rating as of
NAV / 1-Day Return
31.82  /  0.82 %
Total Assets
464.3 Mil
Adj. Expense Ratio
0.940%
Expense Ratio
1.100%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
Real Estate
Investment Style
Mid Blend
Min. Initial Investment
2,000,000
Status
Open
TTM Yield
1.95%
Turnover
80%

Morningstar’s Analysis GURIX

Will GURIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of a middling Process Pillar rating and a Low People Pillar rating limit Guggenheim Risk Managed Real Estt Instl to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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